-54.6%
CSGP vs SOXQ
+30.6%
-85.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.9% | -8.6% | -3.3% |
| 7D | +1.3% | -12.2% | +13.5% | -3.0% |
| 30D | +10.7% | -28.2% | +38.9% | 0.0% |
| 3M | +3.3% | -22.1% | +25.3% | -3.8% |
| 6M | -10.3% | -18.1% | +7.8% | -16.0% |
| YTD | -54.6% | +32.7% | -87.3% | -56.9% |
| 1Y | -54.6% | +34.1% | -88.8% | -57.1% |
| All | -54.6% | +30.6% | -85.2% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling